Anic Equity¶
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Total return since start: 0.566 %¶
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Equity now: -----------------------------> 47847.58 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46452.63 Kr¶
PnL: ---------------------------------------> -435.94 Kr¶
DD now: ---------------------------------> -1.609 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 15:38:21.045420'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 2.480000 | 3224.000000 | 253.000000 | 8.520000 | 2971.000006 |
| HEBA B | 70 | 2.160000 | 2814.000000 | 178.000000 | 6.750000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | 0.170000 | 2980.000000 | 53.000000 | 1.810000 | 2927.000000 |
| AcadeMedia | 12 | 0.770000 | 597.840000 | 40.840000 | 7.330000 | 557.000004 |
| Corem Property Group B | 59 | 0.670000 | 617.730000 | 40.730000 | 7.060000 | 576.999999 |
| MedCap | 2 | 3.150000 | 459.000000 | 38.000000 | 9.030000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.020000 | 392.100000 | 37.100000 | 10.450000 | 355.000000 |
| HMS Networks | 2 | 3.620000 | 709.600000 | 36.600000 | 5.440000 | 673.000000 |
| Boozt | 12 | 0.210000 | 1689.600000 | 35.600000 | 2.150000 | 1653.999996 |
| Resurs Holding | 22 | -0.150000 | 600.160000 | 26.160000 | 4.560000 | 573.999998 |
| OEM International B | 7 | 0.380000 | 548.100000 | 20.100000 | 3.810000 | 527.999997 |
| Norva24 Group | 16 | 0.290000 | 561.600000 | 18.600000 | 3.430000 | 543.000000 |
| Eastnine | 4 | 0.000000 | 508.800000 | 17.800000 | 3.630000 | 491.000000 |
| SAAB B | 8 | -1.350000 | 3393.600000 | 16.600000 | 0.490000 | 3377.000000 |
| Intrum | 4 | 1.420000 | 543.600000 | 16.600000 | 3.150000 | 527.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 1.670000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Coor Service Management Hold. | 8 | 1.570000 | 543.600000 | 11.600000 | 2.180000 | 532.000000 |
| Securitas B | 6 | 2.130000 | 576.000000 | 6.000000 | 1.050000 | 570.000000 |
| Karnov Group | 9 | 0.170000 | 541.800000 | 5.800000 | 1.080000 | 536.000004 |
| Swedbank A | 3 | -0.110000 | 566.700000 | 2.700000 | 0.480000 | 564.000000 |
| CTEK | 13 | 0.930000 | 534.950000 | 0.950000 | 0.180000 | 533.999999 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.990000 | 245.760000 | -0.240000 | -0.100000 | 246.000000 |
| Creaspac SPAC | 6 | -0.310000 | 576.000000 | -1.000000 | -0.170000 | 577.000002 |
| Handelsbanken A | 5 | 0.090000 | 544.500000 | -1.500000 | -0.270000 | 546.000000 |
| Essity B | 2 | -2.360000 | 563.800000 | -10.200000 | -1.780000 | 574.000000 |
| Nordea Bank Abp | 29 | -0.200000 | 3441.720000 | -12.280000 | -0.360000 | 3453.999992 |
| Midsona B | 63 | 1.570000 | 568.890000 | -14.110000 | -2.420000 | 582.999984 |
| Essity A | 4 | -1.570000 | 1132.000000 | -17.000000 | -1.480000 | 1149.000000 |
| International Petroleum Corp. | 5 | 4.290000 | 571.500000 | -23.070000 | -3.880000 | 594.565215 |
| Sampo Oyj SDB | 7 | -0.550000 | 3822.000000 | -28.000000 | -0.730000 | 3850.000000 |
| Vivesto | 1368 | -0.980000 | 551.030000 | -61.970000 | -10.110000 | 612.999432 |
| Axfood | 13 | -0.280000 | 3650.400000 | -105.600000 | -2.810000 | 3756.000001 |
| OX2 | 18 | -0.930000 | 1435.500000 | -228.500000 | -13.730000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.100000 | 3489.500000 | -321.500000 | -8.440000 | 3810.999990 |
| Ovzon | 52 | 0.000000 | 2880.800000 | -481.200000 | -14.310000 | 3361.999992 |
| TOTAL | 46452.630000 | -435.940000 | -1.6087% | 46888.564618 |
Updated:¶
'2023-01-23 15:38:33.227858'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
